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NextEra Energy

2,733 hedge funds and large institutions have $119B invested in NextEra Energy in 2025 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 1,198 increasing their positions, 1,041 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $2.01B | Put options by funds: $1.39B

15% more repeat investments, than reductions

Existing positions increased: 1,198 | Existing positions reduced: 1,041

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

5% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 172

0.41% more ownership

Funds ownership: 81.56%81.97% (+0.41%)

2% less capital invested

Capital invested by funds: $122B → $119B (-$2.41B)

1% less funds holding

Funds holding: 2,7692,733 (-36)

Holders
2,733
Holders Change
-36
Holders Change %
-1.3%
% of All Funds
36.65%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
0.7%
New
181
Increased
1,198
Reduced
1,041
Closed
172
Calls
$2.01B
Puts
$1.39B
Net Calls
+$616M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1276
Trium Capital
United Kingdom
$1.34M -$226K -3,197 -14%
KCIC
1277
Kuhn & Co Investment Counsel
Illinois
$1.34M
CIAS
1278
Capital Investment Advisory Services
North Carolina
$1.34M +$20.2K +286 +2%
SI
1279
SCP Investment
California
$1.33M +$1.33M +18,800 New
CT
1280
Chicago Trust
Illinois
$1.33M -$83K -1,176 -6%
SP
1281
Stonebrook Private
Michigan
$1.33M +$59.4K +842 +5%
BFA
1282
Benedict Financial Advisors
Georgia
$1.32M +$8.47K +120 +0.6%
SCM
1283
SCS Capital Management
Massachusetts
$1.32M +$1.32M +18,677 New
CH
1284
Canton Hathaway
Rhode Island
$1.32M +$1.13M +16,000 +624%
MFC
1285
Mechanics Financial Corp
Ohio
$1.32M -$2.82K -40 -0.2%
NDSI
1286
Newman Dignan & Sheerar Inc
Rhode Island
$1.31M +$136K +1,922 +12%
PWM
1287
Prentice Wealth Management
New York
$1.31M +$19.4K +275 +2%
WBCM
1288
Wilson & Boucher Capital Management
California
$1.31M -$4.16K -59 -0.3%
VSQM
1289
V-Square Quantitative Management
Illinois
$1.31M -$68K -964 -5%
APP
1290
Avantax Planning Partners
Iowa
$1.3M -$23.6K -335 -2%
AA
1291
Altrafin AG
$1.3M
IAS
1292
Insigneo Advisory Services
Florida
$1.3M +$139K +1,975 +12%
MWM
1293
Mattern Wealth Management
Kansas
$1.29M -$22.8K -323 -2%
CASB
1294
Cape Ann Savings Bank
Massachusetts
$1.29M +$62.7K +888 +5%
NPT
1295
National Philanthropic Trust
Pennsylvania
$1.29M -$33.9K -480 -3%
NRW
1296
Nova R Wealth
Kansas
$1.29M +$565 +8 +0%
AWM
1297
Aviso Wealth Management
Washington
$1.28M +$46.1K +653 +4%
RP
1298
Raelipskie Partnership
Ontario, Canada
$1.27M +$52.9K +749 +4%
PFM
1299
Premier Fund Managers
United Kingdom
$1.27M -$847K -12,000 -40%
ICP
1300
Interchange Capital Partners
Pennsylvania
$1.26M +$36.4K +516 +3%

NEE Hedge Fund Activity: Q1 2025 in Review

2,733 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2025, worth a combined $119B — down 2% from $122B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new NEE positions and 172 closed out — a net gain of 9 holders — while 1,198 added to existing stakes and 1,041 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $615M. The largest seller was D.E. Shaw & Co, cutting an estimated $420M.

  • 2,733 institutional investors held NextEra Energy (NEE) as of Q1 2025, down from 2,769 in Q4 2024.
  • Funds reported $119B of NextEra Energy stock for Q1 2025, down 2% quarter-over-quarter.
  • 181 funds opened new NextEra Energy positions in Q1 2025 and 172 closed out, a net change of +9 holders.
  • The largest NextEra Energy buyer in Q1 2025 was JP Morgan Chase, an estimated $615M added.
  • The largest NextEra Energy seller in Q1 2025 was D.E. Shaw & Co, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2025.